UserManual_CollabFiles-WriteUp
UserManual_CollabFiles-WriteUp
Collabfiles
Suite
1. USER MANAGEMENT
User Management section describes
User Login
User Profile
User can login into the “CollabFIles” with the PARICHAY & JANPARICHAY user ids.
Enter “USER NAME” , “PASSWORD” & Click on “NEXT” button
System will redirect to the Home Page of the CollabFIles after successful login.
The following User details can be updated using “Update Profile” option
o Organization
o Ministry
o Country
o State
o District
o City
o Address and
o Pincode
New Document can be created by using “ ”radio button under “Create File” option
Enter “File Name”, Select “File Type Document”, and Select “Under Folder” from dropdown.
“ROOT” is the default folder location
Enter “Key Words” & Click on “Create File” button & after successful creation of the document,
document will be opened in edit window.
New Spreadsheet can be created by using “ ”radio button under “Create File” option
Enter “File Name”, Select “File Type Spreadsheet”, and Select “Under Folder” from dropdown.
“ROOT” is the default folder location
Enter “Key Words” & Click on “Create File” button & after successful creation of the spreadsheet,
spreadsheet will be opened in edit window.
New Presentation can be created by using “ ”radio button under “Create File” option
Enter “File Name”, Select “File Type Presentation”, and Select “Under Folder” from dropdown.
“ROOT” is the default folder location
Enter “Key Words” & Click on “Create File” button & after successful creation of the presentation,
presentation will be opened in edit window.
3. Manage Folders
The following options can be done using “Manage Folders” option
o Create Folder – New Folder can be created
o Open Folder – Existing Folder can be opened / viewed
o Share Folder – Folder can be shared with the recipients for Permanent period / Limited
period
o Withdraw Folder – Shared folder (either in Permanent / Limited) can be withdrawn
o Rename Folder – Folder name can be modified
o Move Folder – Folder can be moved from one folder to another folder
o Delete Folder – Folder can be deleted
4. Dashboard
Dashboard consists of System Folders (Blue Coloured) & User Created Folders (Yellow Coloured)
System Folders
o ROOT – Default Folder. If the user creates any file without specifying any folder (user
created), such files will be stored in Root folder
o Received Folders – Consists of the Folders received from different users categorized by the
sender name
o Received Files – Consists of the Files received from different users categorized by the sender
name
o Transferred Files – Consists of Ownership transferred files
Abstract consists of
o Total Files – Total created Documents, Spreadsheets & Presentations
o Documents – Total created Documents
o Spreadsheets – Total created Spreadsheets
o Presentations – Total created Presentations
o Shared – Total Shared Documents, Spreadsheets & Presentations
o Received – Total Received Documents, Spreadsheets & Presentations
o Collaborated - Total Collaborated Documents, Spreadsheets & Presentations
Action Items
Author of the files can perform the following Actions on the file.
E-Mail notification and SMS notifications will be sent to the author as well as the users
in the following cases:
When the file is shared
When the file is renamed
When the file is deleted
When the file is archived
When the file is transferred
When the Public Shareable Link is created, in this case the notifications will be
sent to Author only.
When the file Share is Withdrawn
When the Reminder is sent
When feedback submitted by the user is replied by the CollabFiles team.
5. Search
Files can be searched using
o Email id of the Author
o Keywords
o File Name
o File Type
o Under Folder
o Between Dates (From & To)
b. Sheets
The Sheets created in CollabFiles application can be exported to local system in to .xls,
.xlsx etc., formats.
c. Presentations
The Presentation created in CollabFiles platform can be exported to Local System in
different Industry Standard formats .ppt, .pptx, .pdf, .jpg, .png etc.
d. PDFs
The PDFs received from other Users in CollabFiles platform can be exported to local
system.
e. Upload
Files can be uploaded from local system to CollabFiles using “UPLOAD” option.
Maximum allowed file size is 50 MB to upload and then content can be added to
the uploaded Document, Spreadsheet or Presentation
Allowed formats are DOC, DOCX, XLS, XLSX, PPT, PPTX and PDF